Best-in-Class Implementation, Training, and Ongoing Support

Tamarac customer support is the best in the business. Highly trained and professional, our customer support team won’t be satisfied until your problem is solved or your question is answered. All of our customer support professionals have strong backgrounds in finance and have extensive training on all Tamarac products.

You can get answers to your questions by phone, e-mail, or online at our Support & Training Center. The Tamarac Support & Training Center combines our extensive Help Centers for each product and lessons from Tamarac University in an easy-to-use interface. Find answers to commonly asked questions, watch videos from our comprehensive library of training videos, search our online knowledge base, and more.

Proven Implementation Process

Replacing manual processes with software automation represents a significant process change for any firm, and it offers opportunities for greater portfolio management efficiency that simply aren’t possible with manual processes.

As a client of Envestnet | Tamarac, you will embark on a proven and streamlined implementation process with the support of a highly experienced team that works with you every step of the way. Our implementation team takes the time to fully understand your portfolio management process, guides you through the change management process, and offers best practices along the way.

Tamarac University

When it comes to training, we don’t believe it’s enough for our customers to simply know how to use our software. We understand the degree of change management that occurs when implementing new technology and with it comes opportunities to follow the best practices of those that have gone before you. Whether it’s increasing productivity, creating automated workflows, or designing a complex model, we want the process to be rewarding and the end result meaningful.

Tamarac University courses occur monthly and trains your staff in the application using your own data. At any time, your firm can send new and existing staff to any Tamarac University. All Tamarac University content is also available online in our online Support & Training Center.

Annual RIA Conference

Tamarac hosts an annual RIA conference, which offers a wide selection of tracks from advanced learning of our products to best practices in practice management. Attendees benefit from interacting with a large contingent of Tamarac’s brain trust and hundreds of advisors that have similar investment styles and system configurations.

* Standard hourly support rate: $95